PROJECTACTIVE OPPORTUNITY

Retirement plan fiduciary advisory RFP

Santa Ana Watershed Project Authority
Detected
Oct 20, 2026
10 days ago
Sector
Administration & Finance
Detected 10 days agoOct 20

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From the meeting

At its October 20, 2026 meeting, SAWPA's Commission authorized staff to issue a request for proposals (RFP) for retirement plan fiduciary advisory and consulting services for the 457(b) Deferred Compensation Plan. The scope includes plan assessment, fiduciary review and benchmarking, investment and vendor evaluation, participant education, and a final report with a roadmap. Optional work includes implementation support and ongoing fiduciary advisory services.

The action was approved to advertise, with proposal evaluation and a later award recommendation still ahead.

Meeting date
October 20, 2026
Agency
Santa Ana Watershed Project Authority

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When will Santa Ana Watershed Project Authority issue an RFP for this project?

Pre-RFPs typically surface 6–18 months before a formal solicitation is published. Civic IQ tracks Santa Ana Watershed Project Authority's meeting records, agendas, and budgets continuously and updates this pre-RFP as the project moves through the buying cycle toward an RFP.

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Vendors who reach out during the planning window can help shape requirements and build relationships with the decision-makers running the project. A free Civic IQ account sends you the pre-RFPs that fit what you sell, with the AI brief and the decision makers for the top matches in each digest.

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